Virtual Assistant For Coaches, Counselors, and Therapists
With a niche for coaches and counselors, we understand your industry and have a passion for it, just as you do! We will help you go from struggling by yourself, to enjoying more time, freedom and success! We are here to implement processes and procedures specific to your private practice needs!
From appointment scheduling to cost-effective website maintenance or design, we can ensure increased productivity to your business, along with our top notch, friendly customer service to you and your clients.
As experienced Virtual Assistants who have worked closely with Relationship Coaches, Business Coaches, Life Coaches, Registered Clinical Counselors, Psychologists, Nutritional Coaches, other clinicians and therapists, we can provide our years of experience and resources to your practice, and deliver an unparalleled level of efficiency, integrity, and a genuine concern to help you be successful!
Some common services we provide include:
Appointment Scheduling
- Schedule and confirm appointments
Accounting
- Process client session payments
- Email receipts to clients
- Revenue and expense tracking
- Collections
- Invoicing
Client Intake Forms
- Design and Create
- Email Intake Forms to New Clients
AutoReponders
- Setup and implementation
Newsletters
- Create branded HTML ezines
- Manage mailing list
Telephone Services
- Answer client and prospective calls
- Check voicemail for client calls
- Configure and maintain toll free phone number for your practice
- Appointment reminder calls to clients
- Return calls to new inquiries
- Client follow up calls
- Conference call scheduling and setup
Membership Sites
- Setup and maintain
Teleclass and Webinar Assistance | Workshops and Seminars:
- Prepare materials: outline preparation, materials for attendees, PowerPoint presentations for webinars
- Reserve tele-bridge line
- Manage registration and confirm attendees
- Email audio recording of teleconferences
Transcription:
- Transcribe session notes into specified format
- Transcribe speeches, seminar and teleclasses
Contact Management:
- Input and maintain CRM or other database
- Screen e-mail, voicemail, faxes and respond to routine matters | Customer Service
Marketing:
- Social media planning and implementation (Twitter, Linked In, FaceBook, blog posts, etc.)
Let the coach and counselor expert help you
regain control of your business!
Take the “ugh!” out of your day and put the “ahh!” back in it!
Call or email Lanita to learn more! 614.269.7338
